> You're only looking at monetizing and forgetting about growth.
Because of the valuation size, and because I think they've succeeded at growing quickly and becoming the most well-known language learning solution. Everything else about Duolingo looks really good, but the monetization side of things seems to be the elephant in the room.
What I'm also pointing out is that the growth among language learners cannot be easily translated into growth in institutions. To grow in institutions they will still need sales teams, and their consumer userbase doesn't necessarily gain them much of an advantage in that game.
All that said, in this article they hint at having plans beyond the $20 certification they've announced. To achieve the valuation they've now got, I think it's fair to say they do have a solid plan that they just haven't made public knowledge yet. It's probably something that will be a bit controversial among their userbase, like paywalls.
Because of the valuation size, and because I think they've succeeded at growing quickly and becoming the most well-known language learning solution. Everything else about Duolingo looks really good, but the monetization side of things seems to be the elephant in the room.
What I'm also pointing out is that the growth among language learners cannot be easily translated into growth in institutions. To grow in institutions they will still need sales teams, and their consumer userbase doesn't necessarily gain them much of an advantage in that game.
All that said, in this article they hint at having plans beyond the $20 certification they've announced. To achieve the valuation they've now got, I think it's fair to say they do have a solid plan that they just haven't made public knowledge yet. It's probably something that will be a bit controversial among their userbase, like paywalls.